Skip to main content

Kelly-Ann Cavagnaro to Join Columbia Threadneedle as Head of Consultant Relations for North America  pdf

Columbia Threadneedle Investments today announced that Kelly-Ann Cavagnaro is joining the firm as head of consultant relations for the North America Institutional business, reporting to Scott Couto, head of North America. In this role, Ms. Cavagnaro will lead the consultant relations team that develops and maintains relationships with U.S. and global investment consultants. Columbia Threadneedle manages approximately $190 billion1 in institutional assets globally.


Columbia Threadneedle Investments Enhances its Fundamental Research with Proprietary Responsible Investment Ratings  pdf

Innovative tool combines ESG and financial stewardship data in single company rating for 5,500 listed equities globally
The firm's investment teams can access the proprietary RI ratings tool through an integrated data framework that supports existing traditional and advanced research tools

Columbia Threadneedle Investments is adding to its extensive fundamental research effort by launching an innovative responsible investment (RI) ratings tool that combines an assessment of a company's financial stewardship with a view on how well it manages its Environmental, Social and Governance (ESG) risks. By combining both aspects into a single, forward-looking rating from 1 to 5, the tool reflects Columbia Threadneedle's belief that prudent management of financial and ESG factors are important to a company's ability to create long-term, sustainable value. Research conducted by the RI team covering the last five years demonstrates that companies that perform best on financial and ESG factors have the capacity to outperform.


Columbia Threadneedle Investments Launches Columbia Adaptive Retirement Series  pdf

Columbia Threadneedle Investments today announced the launch of an innovative new target date solution for the retirement marketplace, the Columbia Adaptive Retirement Series. Based on the firm’s proprietary Adaptive Risk Allocation methodology, the solution aims to provide investors with capital appreciation and current income consistent with the target retirement year while smoothing the ride through volatile markets.


Colin Lundgren Appointed Global Head of Fixed Income  pdf

Columbia Threadneedle Investments today announces the appointment of Colin Lundgren as Global Head of Fixed Income. Mr. Lundgren is currently Deputy Global Head of Fixed Income and has been with the company for 31 years. Mr. Lundgren will report to Colin Moore, Global Chief Investment Officer.